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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $17,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,301 | $43,496-41.8% | $161,489-84.3% | $64,340-60.7% |
| Participation rate | 52.3% | 53.5%-1.2pp | 78.7%-26.4pp | 55.2%-3.0pp |
| Annual return | 13.84% | 20.76%-6.9pp | 89.72%-75.9pp | 24.14%-10.3pp |
| Employer contribution / active EE | $1,070 | $1,431-25.2% | $4,268-74.9% | $1,862-42.5% |
| Participant deferral / active EE | $2,758 | $1,996+38.2% | $5,630-51.0% | $2,980-7.5% |
| Admin fee / account holder | $196 | $2,330-91.6% | $16,006-98.8% | $3,703-94.7% |